Financial Analyst
Resume:
MARK BULT
**** ***** ****** **. *****, Missouri 63139
*********@*****.***
FINANCIAL ANALYST / CREDIT ANALYST
PROFILE OVERVIEW
Analytical and growth-focused professional with a breadth of knowledge in finance, banking, and real estate industries. Adept at implementing processes that streamline daily business operations, expedite and enhance services, increase efficiency, and prompt growth in revenue. Skilled and motivational leader with polished communication skills who thrives at managing multiple tasks under pressure. Enthusiastic in securing positions related to (REIT) Real Estate Investment Trust administration and in operations of commercial real estate firms.
Finance (Trust Administration / Credit Analysis)
- Accustomed to managing trusts and estates desk that stands at around $100M in market value
- Equipped with substantial knowledge of finance, banking, and real estate, along with hands on experience in collection, credit analysis, and in all facets of trust and estate administration
- Adept at maintaining and cultivating relationships with clients, beneficiaries, trustees, and related professionals
- Experienced in managing multiple beneficiaries with complex case and conflicting interests
Operations Management
- Skilled in managing and completing projects related to finance, accounting, asset management, and valuation
- Experienced in leading and motivating personnel toward increase in efficiency and consistent compliance
Property Management
- Skilled property manager with broad administrative skills
- Experienced in providing property management solutions and strategies that optimize leasing value, strengthen tenant relations, and increase revenue
PROFESSIONAL EXPERIENCE
Central Trust and Investment Corporation, St. Louis, MO
Trust Administrator 2005-Present
Manage and develop strategies to drive growth and profitability of trusts and estates desk that stands at around $100M in market value and generates around $500K in revenue for the company.
- Direct and streamline all administrative tasks and daily office operations to ensure proficient administration of 130 trusts and estates on desk
- Oversee and guarantee efficiency and coordination in securing and investing assets, as well as in collecting and distributing trust and estate assets in accordance with the trust document, will, and applicable law
- Monitor and ensure consistent and compliant collection, re-investment, and distribution of trust and income
- Maintain efficiency in managing principal trust assets in accordance with trust document and /or will
- Ensure timely completion and filing of all requisite tax return, income tax for trusts and estates (1041), estate tax return (706), and individual returns
Diggit Graphics, Columbia, MO
Production Manager 2002-2005
Spearheaded and ensured coordination, compliance, and efficiency in daily production of the business.
- Administered and maintained accuracy in inventory of materials
- Managed and cultivated client relations to drive growth in revenue and develop new business opportunities
- Ensured timely delivery of orders and maximized personnel efficiency through training
Birmingham Property Services, Springfield, MO
Property Manager 1998-2001
Managed and coordinated all efforts in maintaining overall effectiveness of property management functions to increase leasing value and ensure optimum satisfaction of tenants.
- Oversaw collections and followed up on past-due accounts
- Acted as liaison in addressing tenant concerns
- Co-managed accounting tasks including payroll and daily business operations
EDUCATION
Bachelor of Business Administration in Finance / Real Estate
University of Missouri, Columbia, MO
PROFESSIONAL TRAINING
Trust and Estate Training (Three years), Cannon Trust School
PROFESSIONAL AFFILIATIONS
Member, Estate Planning Council of St. Louis
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